Unclaimed
Andreas Witold Schmitke is a financial advisor who has been in the industry since 2003. Andreas is currently registered with T. Rowe Price Advisory Services, Inc. in Florida and Maryland. Andreas has previously worked for FRANKLIN/TEMPLETON DISTRIBUTORS, INC. and TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. in Florida and California. Andreas holds Series 6, 7, 63, and 66 licenses. Andreas specializes in providing financial planning and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
FL
05/10/2022 - Present
T. Rowe Price Advisory Services, Inc. (Hudson FL)
FL
01/11/2007 - 12/12/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
FL
08/25/2005 - 12/12/2007
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (ST. PETERSBURG FL)
CA
04/15/2002 - 02/17/2004
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (SAN MATEO CA)
CA
11/02/1999 - 04/15/2002
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 08/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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